Articles on: Donor Management

Adding/Editing New Payment Method

  1. In Site Planner, go to the 'CRM' component

  1. Search for the user's name or email

  1. Double-click on the user's record

  1. Click the 'Payment Methods' tab

  1. Add or Edit the information and click 'Save & Close'

Updated on: 13/04/2026

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